Insurance · US

An insurance agency runs 1,000 calls a month, retained month over month

Production data through 26 August 2026

The short version

A US independent insurance agency on DialSheet made just over 1,000 calls in the last 30 days on a single producing seat and has retained month over month — the pattern of a working tool, not a trial. The agency pays $29 a month for software with calls billed through its own Twilio account at roughly $0.014 a minute; insurance-focused per-seat dialers commonly run $89–149 per user for the same volume.

What the data shows

Calls, last 30 days
~1,000
Retention
month over monthsustained production use
Software cost
$29/movs $89–149 per-seat
Seats
1

Metrics are DialSheet production data for this account — calls, seats and subscription records for the 30 days to 26 August 2026, rounded. The customer's identity is withheld until they approve being named; the numbers are real either way.

How this independent insurance agency runs it

01A thousand calls is an agency’s working rhythm

Fifty calls a working day is what steady lead follow-up looks like for one producer: fresh quote requests dialed while they are hot, aged leads worked on schedule, and the quoted-not-closed list — the highest-conversion list an agency owns — dialed as a standing session instead of when someone remembers.

02Retention is the real benchmark

Dialer trials die in week two when the tool fights the workflow. This agency’s usage has held month over month, which in production data is the difference between software that demos well and software that runs a book. Every call, note and disposition accrues to the lead record, so month three knows what month one learned.

03The economics at one seat

$29 a month plus a few dollars of Twilio usage prices the dialer below a single aged-lead batch. The per-seat insurance dialers at $89–149 ask an agency to bet a lead budget’s worth of software on the same work.

The bill behind these numbers

This account's software cost is $29/month (1 × 3-seat pack) — DialSheet is never priced per user. Telephony is billed separately by the customer's own Twilio account at ~$0.014/min for US outbound plus ~$1.15/month per number, with no markup. The free tier covers 500 leads and 1 seat before any of this applies.

Run the same play

Import a list, connect your own Twilio, and dial — free up to 500 leads, then $29 a month per 3-seat pack.

Create a free accountThe insurance agencies playbook

For this trade

More production numbers